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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7242 results found

  1. To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.

    3 votes

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  2. Automatically add variables to a newly created template

    3 votes

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  3. At the moment, we can only highlight the text inside the text block ( content block). Please include this feature in the text field ( fillable field)

    3 votes

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  4. Merge several tables into one

    3 votes

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  5. Ability to send documents with unresolved suggestions.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Receive an email or text if there are new implemented feature changes/updates.

    3 votes

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  7. add and design frames for image content block

    3 votes

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  8. Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
    example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
    As of now, it's too many steps to click and export a report.
    He'd like to have an actionable item from that screen as well.

    example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.

    3 votes

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  9. Pricing table columns to reflect pricing with/without discount

    3 votes

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  10. Show full description on why a credit card has been declined when paying for PandaDoc subscription instead of just showing failed

    3 votes

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  11. option to add timestamp near signature field

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. 3 votes

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  13. Manually change the document status from Paid to Declined

    3 votes

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  14. Would like to copy the workspaces and templates to another franchise.
    ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
    Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templates

    This could be scaled for enterprise accounts as they roll out to franchises and partners.

    3 votes

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  15. Will allow the user to set a password on the downloaded completed document

    3 votes

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  16. Here is a use case for a form with an optional second signer.

    Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  17. I-9 employment eligibility template

    3 votes

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  18. System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

    3 votes

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  19. Move folders through API. Ability to download the folder and/or archive into subfolders.

    3 votes

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    1 comment  ·  API  ·  Admin →
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  20. Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.

    3 votes

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